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Atria Taps Former LPL Managing Director to Lead Independent Channel

Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey Jr., as head of...

Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in...

Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited a team of former UBS financial professionals led...

Atria’s Cadaret Grant Recruits $2 Billion OSJ

Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited Ohio-based Cedar Brook Group, an office of supervisory...

Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion

Atria Wealth Solutions Inc., a wealth management holding company, has purchased SCF Securities Inc., an independent broker-dealer and registered investment advisor based in Fresno,...

Atria to Buy Sixth Independent Broker-Dealer

Atria Wealth Solutions Inc., a wealth management holding company, has agreed to purchase SCF Securities Inc., an independent broker-dealer and registered investment advisor based...

Atria Wealth Solutions Buys Broker-Dealer with $11 Billion AUA

Atria Wealth Solutions Inc., a wealth management holding company, has closed the acquisition of Western International Securities Inc, an independent broker-dealer based in Pasadena,...

Atria’s Sorrento Pacific Adds $1 Billion Team

Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of...

Atria Wealth Solutions Adds General Counsel to Executive Team

Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel. In this executive management role, Solfaro will focus...

Atria Wealth Solutions to Acquire NEXT Financial

Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...

Atria Wealth Solutions Acquires Cadaret Grant

Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed. Founded in...